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Senior Fiduciary Officer

Senior Fiduciary Officer

CompanyBank of America
LocationBoston, MA, USA, Charlotte, NC, USA, New York, NY, USA
Salary$100100 – $164200
TypeFull-Time
DegreesBachelor’s, JD
Experience LevelSenior

Requirements

  • Thorough knowledge of the business line’s functional structure and products/services set
  • Working knowledge of fiduciary principles and their application to internal policies and procedures
  • Bachelor’s Degree, J.D. Preferred
  • Minimum 3-5 years trust/fiduciary background
  • Strong verbal & written presentation skills, including all Microsoft Office software
  • Ability to interface with all levels of the business
  • Proven ability to meet organizational objectives
  • Ability to leverage resources across the organization, driving collaboration and cooperation in order to achieve results

Responsibilities

  • Take a leadership role in driving consistent execution of fiduciary management policies, procedures and practices across fiduciary book of accounts
  • Plan and organize resources to ensure account-specific and systemic issues are identified and addressed consistently and in a timely manner
  • Maintain close relationships with business partner executives to assist senior leaders in balancing business strategy with fiduciary management responsibilities
  • Ensure significant issues and trends are effectively communicated and acted upon

Preferred Qualifications

  • Attention to Detail
  • Issue Management
  • Policies, Procedures, and Guidelines Management
  • Advisory
  • Collaboration
  • Corporate Governance Management
  • Critical Thinking
  • Risk Management
  • Interpret Relevant Laws, Rules, and Regulations
  • Learning Delivery
  • Research
  • Written Communications